Integrate Salesforce with Slack

About these integrations

Category

About Salesforce

Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.

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Salesforce's End Points

Salesforce Leads

Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.

Salesforce Contacts

Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.

Salesforce Accounts

Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.

Salesforce Opportunities

Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.

Salesforce Products

Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.

Salesforce Campaigns

Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.

Salesforce Events

Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.

Salesforce Custom Objects

Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.

Slack's End Points

Slack User

Gather and set information on members of your Slack team: get a user’s identity, find a user with email addresses, set user profile pictures, and more.

Slack Channel

Get info on your team's Slack channels, create or archive channels, invite users, set the topic and purpose, or mark a channel as read. Use this information to track and improve company communication.

Slack Conversation

Interface with all kinds of conversations, including public conversations, private channels, and direct messages.

Slack File

Get info on files uploaded, upload new files, and control things like file sharing, filters, and file information.

Slack Group and User Group

Get info on your team's private channels, or groups, and on your team's user groups.